I think Sony will have shipped 1-2m more for the Xmas qrt than they would have sold - but this just means that retailers will buy NO units this qrt, and just spend the qrt selling all the extra stock they got at Xmas.
Once that is all sold out, then they will start placing new orders.
My figures for this qrt may be optimistic, but I think they are possible as well. I just want to show that even with optimistic figures, their forecast is still very unlikely (as it has been, ever since they announced it).
...
@Road: Sony can't get away with just saying 11m LTD - this isn't kindergarden. Its the figure everyone will be looking at, and they will miss it by 2-3m.
(note - I also think Ninty will upp their Wii forecast by another 1m, and hit around 24m lifetime by end of March - 4m in 3 months isn't impossible).
Gesta Non Verba
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